Value Investing

Insurers and the BP Oil Spill

no@spam.com (Peter Staas)

Going forward, energy insurers should enjoy higher premiums as operators seek to bulk up coverage, and models price in substantial risks.

Clash of the Titans

no@spam.com (Roger S. Conrad)

Year in and year out, this industry has continued to evolve on its own terms. The range of services and products has expanded exponentially, and costs and rates have continued to drop. Best of all, the advances are far from done.

Master Class

no@spam.com (Peter Staas)

Markets are undergoing massive structural changes in the wake of the crippling financial crisis and economic downturn, but value investing never goes out of style. This fund offers overseas exposure and leverages the lessons of legendary investor Ben Graham to provide long-term growth and income.

Safety Pays Off

no@spam.com (Peter Staas)

This fund manager eschews making the quick buck in transitory bubbles, instead seeking stocks that the market undervalues and dividend-paying equities that offer exposure to long-term growth trends.

Value Doesn't Go Boom

no@spam.com (Peter Staas)

We put every stock we consider through a simple, four-step screen. We look for companies whose businesses we understand and then evaluate the relative strength of their balance sheet, free cash flow, return on capital and competitive position. Management also comes under our lens; we look for capable management teams that usually make decisions with shareholders’ best interests in mind.

Value Doesn't Go Boom

no@spam.com (Peter Staas)

This fund manager is bearish on most banks, but bullish on deep value. We find out why.

Circling Low

no@spam.com (Benjamin Shepherd)

This fund flies like a vulture.

Avoid the Limelight

no@spam.com (Benjamin Shepherd)

The best funds often fly below the radar. This fund manager may not make regular appearances on the big financial networks, but his fund's performance speaks for itself.

Prime Meridian

no@spam.com (Peter Staas)

Last year's market meltdown taught a number of painful lessons to investors, including the importance of prudent and sustainable growth. This seasoned fund manager seeks undervalued companies with solid if not necessarily spectacular growth prospects and holds them for the long term.

Bank Shots

no@spam.com (Benjamin Shepherd, Peter Staas)

We're looking for a few good banks.